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Data Integrations

    Referrals

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    Transactions

    • Overview
    • Export via API
    • Export via Rokt SFTP
    • Export via Client SFTP
    • Export via Email
    • Export Manually

    Custom Audiences

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    Unsubscribes

    • Export via API

    Advanced Guides

    • Rokt Secure FTP Setup
    • Rokt IP Addresses
    • PII Data Hashing
    • Custom Field Management
    • Template Management
    • Google Tag Manager Integration
Edit

Custom Field Management

This is article aims to inform you on how to setup custom fields for Referrals, Transactions and Unsubscribes.

Instructions

To create a custom field for Referrals you will need to:

  1. Go to the 'Referrals' section under "Customer & Data",
  2. Click on "Customize fields",
  3. Select a field to transform,
  4. Type in the name for your custom field,
  5. Select "Equal" or "Contains" condition,
  6. Type in your mapping value,
  7. Select the default value for empty results,
  8. Select the default value in case no match is found,
  9. Click "Save".

To create custom fields for "Transactions" or "Unsubscribes" proceed with the same steps as above but starting from these respective deliverables landing pages.

← PII Data HashingTemplate Management →
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